Back to search
Russell Tobin Linkedin · Posted 22d ago

Financial Analyst (Fresh Grads)

Albany, New York, United States

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

Job Duration: 6-12 Months

Salary : $21.63/hour - Mon-fri

Job Location : COHOES , NY

JOB SUMMARY

  • Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.


ESSENTIAL DUTIES AND RESPONSIBILITIES

• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.

• Coordinate and process team specific tasks as requested by the business.

• Perform quality reviews of other team members completed work and ensure data accuracy.

• Work across multiple systems and platforms.

• Interface with teams and businesses resolve on-going issues and answer specific policy questions.

• Provide support and work on special projects as requested.

• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.

• Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock the full index and keep your job-search signal for future recommendations.

Unlock free search